CSMVX
Congress Small Cap Growth Fund
1W: -1.4%
1M: -2.2%
3M: -7.3%
YTD: +9.8%
1Y: +4.0%
3Y: +47.6%
5Y: +28.5%
$47.53
+0.65 (+1.39%)
Weekly Expected Move ±1.3%
$46
$46
$47
$48
$48
Key Statistics
AUM$2.1B
Holdings40
Top 10 Wt34.9%
Volume0
Avg Volume0
Beta1.19
Portfolio Fundamentals
P/E31.8
P/B4.2
Div Yield0.32%
ROE13.7%
% Profitable93%
Inception2000-02-24
Sector Allocation
Industrials
32.8%
Technology
21.5%
Healthcare
18.6%
Consumer Cyclical
9.0%
Financial Services
6.8%
Basic Materials
4.8%
+3 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Sterling Infrastructure Inc | STRL | 4.41% | $85.1M | 165,000 |
| 2 | Modine Manufacturing Co | MOD | 4.35% | $84.0M | 330,000 |
| 3 | Primoris Services Corp | PRIM | 4.34% | $83.7M | 462,150 |
| 4 | Nova Ltd | 0YAA.L | 3.76% | $72.6M | 145,000 |
| 5 | Ligand Pharmaceuticals Inc | LGND | 3.23% | $62.4M | 271,920 |
| 6 | InterDigital Inc | 0U3Q.L | 3.07% | $59.3M | 200,000 |
| 7 | Rambus Inc | 0QYL.L | 2.98% | $57.6M | 500,000 |
| 8 | Moog Inc | MOG-A | 2.97% | $57.2M | 190,000 |
| 9 | Enpro Inc | NPO | 2.95% | $56.9M | 195,000 |
| 10 | Boot Barn Holdings Inc | BOOT | 2.84% | $54.9M | 320,000 |